Mutual Fund Business Development Specialist
1 week ago
Business Development Executive - Mutual Fund Channel
Job DescriptionWe are seeking an experienced Business Development Executive to join our team in the mutual fund channel. The ideal candidate will have a strong background in business development, with experience in identifying and onboarding sub-brokers or APs, explaining revenue models, and ensuring compliance.
The successful candidate will be responsible for conducting training, driving client acquisition, boosting assets under management (AUM), and cross-selling products. Additionally, they will track key performance indicators (KPIs), gather market feedback, maintain customer relationship management (CRM) systems, and report progress to management.
Key Responsibilities- Sub-Broker Onboarding: Identify and onboard sub-brokers/APs, explain revenue models, and ensure compliance
- Cross-Selling Products: Conduct training, drive client acquisition, boost AUM, and cross-sell products
- Performance Tracking: Track KPIs, gather market feedback, maintain CRM, and report progress to management
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